Purchases and Sales Made in Q3 2022 in Ishares Msci Kld 400 Social Et (DSI)
This table provides information about the institutional ownership of Ishares Msci Kld 400 Social Et (DSI) during Q3 2022. The information is specifically focused on institutions that hold shares of ISHARES MSCI KLD 400 SOCIAL ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-84- 3.77% |
$5.63K - $6.86K
|
2.14K
$240K
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-120- 0.45% |
$8.04K - $9.8K
|
26.4K
$2.95M
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-127- 1.12% |
$8.51K - $10.4K
|
11.2K
$1.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-135- 21.99% |
$9.04K - $11K
|
479
$53.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-140- 3.97% |
$9.38K - $11.4K
|
3.38K
$378K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-144- 1.28% |
$9.64K - $11.8K
|
11.1K
$1.24M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-155- 3.54% |
$10.4K - $12.7K
|
4.22K
$472K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-160- 1.94% |
$10.7K - $13.1K
|
8.08K
$903K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-164- 0.36% |
$11K - $13.4K
|
45.8K
$5.12M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-170- 0.71% |
$11.4K - $13.9K
|
23.9K
$2.68M
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-195- 6.52% |
$13.1K - $15.9K
|
2.8K
$313K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-214- 0.64% |
$14.3K - $17.5K
|
33.1K
$3.7M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-225- 0.72% |
$15.1K - $18.4K
|
30.9K
$3.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-253- 1.23% |
$16.9K - $20.7K
|
20.2K
$2.26M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-278- 4.96% |
$18.6K - $22.7K
|
5.33K
$596K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-312- 12.64% |
$20.9K - $25.5K
|
2.16K
$241K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-313- 69.56% |
$21K - $25.6K
|
137
$15.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-339- 0.76% |
$22.7K - $27.7K
|
44.4K
$4.96M
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
SELL
|
- |
-348- 3.47% |
$23.3K - $28.4K
|
9.68K
$1.08M
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-384- 6.82% |
$25.7K - $31.4K
|
5.25K
$587K
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-422- 4.69% |
$28.3K - $34.5K
|
8.58K
$960K
|
|
|
Nov 10, 2022
Q3 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-451- 3.05% |
$30.2K - $36.8K
|
14.4K
$1.61M
|
|
|
Oct 12, 2022
Q3 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-520- 9.91% |
$34.8K - $42.5K
|
4.73K
$528K
|
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
SELL
|
- |
-557- 6.83% |
$37.3K - $45.5K
|
7.6K
$850K
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-582- 3.66% |
$39K - $47.5K
|
15.3K
$1.71M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-593- 1.32% |
$39.7K - $48.4K
|
44.3K
$4.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-712- 9.95% |
$47.7K - $58.2K
|
6.44K
$720K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-723- 1.86% |
$48.4K - $59.1K
|
38.1K
$4.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-725- 9.51% |
$48.6K - $59.2K
|
6.9K
$772K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-765- 0.62% |
$51.2K - $62.5K
|
122K
$13.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-772- 1.86% |
$51.7K - $63.1K
|
40.7K
$4.55M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-795- 14.18% |
$53.2K - $64.9K
|
4.81K
$538K
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-800- 16.44% |
$53.6K - $65.4K
|
4.07K
$455K
|
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-824- 4.64% |
$55.2K - $67.3K
|
16.9K
$1.89M
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-868- 1.97% |
$58.1K - $70.9K
|
43.2K
$4.83M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-907- 3.52% |
$60.7K - $74.1K
|
24.9K
$2.78M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-947- 5.88% |
$63.4K - $77.4K
|
15.2K
$1.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-990- 19.27% |
$66.3K - $80.9K
|
4.15K
$464K
|
|
|
Oct 21, 2022
Q3 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1K- 7.69% |
$67K - $81.7K
|
12K
$1.34M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.08K- 6.25% |
$72.6K - $88.6K
|
16.2K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-1.11K- 14.45% |
$74.3K - $90.7K
|
6.57K
$735K
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.11K- 6.48% |
$74.5K - $90.8K
|
16.1K
$1.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-1.12K- 2.66% |
$74.7K - $91.2K
|
40.9K
$4.57M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.13K- 3.63% |
$75.9K - $92.6K
|
30.1K
$3.37M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.14K- 1.67% |
$76.3K - $93K
|
66.9K
$7.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.19K- 4.98% |
$79.6K - $97K
|
22.7K
$2.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.26K- 10.78% |
$84.5K - $103K
|
10.4K
$1.17M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-1.27K- 0.76% |
$84.9K - $104K
|
165K
$18.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.27K- 3.71% |
$85.2K - $104K
|
33K
$3.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.29K- 9.84% |
$86.3K - $105K
|
11.8K
$1.32M
|